Number of Shares
56,936.00
Current Holdings Value*
$5.95 Mil
% of Portfolio
0.67%
Total Estimate Gain
$1.93 Mil
% of Total Estimate Gain
12.77%

Certified Advisory Corp's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, Certified Advisory Corp held 56,936.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $5.95 Mil. This investment constitutes 0.67% of their stock portfolio, and Certified Advisory Corp now holds 0.01% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2018Q2. And since then Certified Advisory Corp has made 14 purchases of IJR, at an average price of $87.32, for a total of 172,863.00 shares. In addition, there have been 12 sales at an average price of $91.37 for 115,927.00 shares. Based on historical transaction data and IJR's current price of $112.95, Certified Advisory Corp's estimated gain on his IJR holdings is $1.93 Mil, reflecting a 12.77% gain to date.

Certified Advisory Corp IJR ($112.95) Holding Chart

Certified Advisory Corp IJR ($112.95) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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